Cayucos Capital

Cayucos Capital

About the Substack

I've spent 15 years as an analyst and portfolio manager investing in emerging market and international stocks. Now I write about interesting ideas, many of which I own in my portfolio.

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• Occasional public posts

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Paid Subscription Plans

• $100 a year
• $10 a month

About Cayucos Capital

International equity investor with 15 years' experience managing institutional portfolios. Sharing some of my best ideas and interesting business stories I've collected over my career.